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HOLISTIC FINANCIAL PARTNERS, LLC

INDIANAPOLIS, IN · CRD 170913 · IAPD ↗ · holisticfinancialpartners.com · 317-550-3400

$444.6MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2026 — HOLISTIC FINANCIAL PARTNERS, LLC (INDIANAPOLIS, IN) left the SEC roster (was $444.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.